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Deane Retirement Strategies’s iShares Gold Trust IAU Stock Holding History

Deane Retirement Strategies’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.33M Buy
123,603
+33,075
+37% +$2.81M 3.95% 5
2026
Q1 		$7.97M Buy
90,528
+11,631
+15% +$1.07M 3.21% 10
2025
Q4 		$6.4M Buy
78,897
+2,150
+3% +$168K 2.65% 13
2025
Q3 		$5.58M Buy
76,747
+9,567
+14% +$624K 2.4% 15
2025
Q2 		$4.19M Sell
67,180
-32,542
-33% -$2.02M 1.88% 22
2025
Q1 		$5.88M Buy
99,722
+2,672
+3% +$145K 2.8% 11
2024
Q4 		$4.8M Buy
97,050
+1,868
+2% +$93.9K 2.42% 11
2024
Q3 		$4.73M Sell
95,182
-529
-0.6% -$24.8K 2.31% 10
2024
Q2 		$4.2M Sell
95,711
-1,566
-2% -$69.2K 2.16% 10
2024
Q1 		$4.08M Sell
97,277
-334
-0.3% -$13.1K 2.07% 16
2023
Q4 		$3.81M Buy
+97,611
New +$3.65M 2.08% 13
2022
Q4 		– Sell
-103
Closed -$3K – 74
2022
Q3 		$3K Sell
103
-99,807
-100% -$3.27M ﹤0.01% 59
2022
Q2 		$3.43M Sell
99,910
-1,066
-1% -$37.9K 2.13% 13
2022
Q1 		$3.69M Buy
+100,976
New +$3.61M 2.04% 15

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Deane Retirement Strategies's IAU Position: Q2 2026 in Review

Deane Retirement Strategies increased its iShares Gold Trust (IAU) stake by 37% in Q2 2026, buying an estimated $2.81M and bringing the position to 123,603 shares worth $9.33M. The position accounts for 3.95% of the portfolio, ranked #5.

Deane Retirement Strategies first reported a position in IAU in Q1 2022 and has held it in 14 quarters since. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Deane Retirement Strategies held 123,603 shares of iShares Gold Trust worth $9.33M as of Q2 2026.
  • Deane Retirement Strategies bought 33,075 iShares Gold Trust shares in Q2 2026, an estimated $2.81M.
  • iShares Gold Trust made up 3.95% of Deane Retirement Strategies's portfolio in Q2 2026, its #5 holding.
  • Deane Retirement Strategies first reported a position in iShares Gold Trust in Q1 2022 and has held it in 14 quarters since.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Deane Retirement Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.